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8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| KY | RA | APPROVED | 2025-07-08 |
Branch Locations
8044 Montgomery Rd, Ste 640, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 08/2010 | 03/2018 |
| Ubs Financial Services Inc. | Cincinnati | OH | 03/2018 | 01/2022 |
| Horan Securities, Inc. | Cincinnati | OH | 02/2022 | 07/2025 |
| M Holdings Securities, Inc. | Portland | OR | 02/2025 | Present |
| Horan Wealth, Llc | Cincinnati | OH | 07/2025 | Present |
(1) KJEM Properties LLC; 425 Herrington Woods, Harrodsburg, KY 40330; Rental Property; Not investment related; Owner; Ongoing management and maintenance of property; 6/4/2024; 5 ho/mo; 0 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-29 |
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